"I run into this all the time when consulting with dealers. The current CRM systems are way too robust and confusing. I mean, really if I have 5 sales people and I can't keep up with who called whom then I am not much of a manager.…"
"I have, however, found a company that will promise that they can get you what you want and then once you pay them a set up fee and they create what "they want to create" will tell you that they cannot deliver what they initially promised…"
"Amen! The customer should never, ever fill out the ap! Our ability to collect and skiptrace is tied directly to the legibility and accuracy of that application. I would even go so far as to have them enter the references right up front as well so…"
"Unless ACT has changed a lot in the last 3 years (the last time I had in installed anywhere), it's not exactly intuitive for setting up all that Stephen is looking for. It is a cheap off the shelf product but you will likely spend a lot of…"
"Try ACT by Best Software. Available at Best Buy or Office Max etc.. Should be under $ 200. works great. It's what we use to track & market thousands of car dealers for years. Highly recommend it. It will do all the CRM you want and then…"